See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,959 | $217,402-64.6% | $185,823-58.6% | $167,490-54.1% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 15.98% | 148.36%-132.4pp | 122.05%-106.1pp | 478.56%-462.6pp |
| Employer contribution / active EE | $8,834 | $5,873+50.4% | $5,167+71.0% | $4,837+82.6% |
| Participant deferral / active EE | $3,007 | $6,356-52.7% | $5,568-46.0% | $6,341-52.6% |
| Admin fee / account holder | $11,382 | $19,811-42.5% | $16,237-29.9% | $12,309-7.5% |